Anic Equity¶
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Total return since start: 0.628 %¶
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Equity now: -----------------------------> 49729.02 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45667.81 Kr¶
PnL: ---------------------------------------> 611.81 Kr¶
DD now: ---------------------------------> -6.384 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 17:12:32.768812'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.380000 | 1667.160000 | 198.160000 | 13.490000 | 1468.999998 |
| Orrön Energy | 180 | 6.520000 | 2190.600000 | 147.600000 | 7.220000 | 2043.000000 |
| Sedana Medical | 93 | 3.620000 | 2661.660000 | 140.660000 | 5.580000 | 2521.000011 |
| Atrium Ljungberg B | 5 | 4.460000 | 995.000000 | 60.000000 | 6.420000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 5.200000 | 1020.000000 | 59.000000 | 6.140000 | 960.999996 |
| VEF | 909 | 4.800000 | 1905.260000 | 55.260000 | 2.990000 | 1850.000436 |
| Catena | 2 | 4.180000 | 836.800000 | 44.800000 | 5.660000 | 792.000000 |
| Sagax B | 4 | 3.650000 | 898.400000 | 44.400000 | 5.200000 | 854.000000 |
| JM | 6 | 3.280000 | 906.600000 | 42.600000 | 4.930000 | 864.000000 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 1.390000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Hexatronic Group | 12 | 3.450000 | 1001.520000 | 34.520000 | 3.570000 | 966.999996 |
| BioGaia B | 8 | 1.800000 | 951.200000 | 21.200000 | 2.280000 | 930.000000 |
| Byggmax Group | 33 | 2.010000 | 972.180000 | 16.180000 | 1.690000 | 956.000001 |
| Biotage | 7 | 1.480000 | 956.900000 | 15.900000 | 1.690000 | 940.999997 |
| Bilia A | 8 | 1.510000 | 913.600000 | 13.600000 | 1.510000 | 900.000000 |
| Gränges | 9 | 1.360000 | 940.500000 | 12.500000 | 1.350000 | 927.999999 |
| Clas Ohlson B | 12 | 0.920000 | 983.400000 | 10.400000 | 1.070000 | 972.999996 |
| HEXPOL B | 9 | 0.090000 | 1028.700000 | 7.700000 | 0.750000 | 1020.999996 |
| EQT | 4 | 1.110000 | 837.200000 | 5.200000 | 0.630000 | 832.000000 |
| OX2 | 13 | 1.450000 | 954.200000 | 4.200000 | 0.440000 | 949.999999 |
| AcadeMedia | 8 | 1.000000 | 404.800000 | 2.800000 | 0.700000 | 402.000000 |
| ASSA ABLOY B | 3 | 0.580000 | 780.300000 | 1.300000 | 0.170000 | 779.000001 |
| Alimak Group | 11 | 0.000000 | 917.400000 | -10.600000 | -1.140000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 1.340000 | 956.200000 | -10.800000 | -1.120000 | 966.999999 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| Addnode Group B | 11 | 0.060000 | 902.000000 | -19.000000 | -2.060000 | 921.000003 |
| SKF B | 5 | -1.500000 | 918.000000 | -22.000000 | -2.340000 | 940.000000 |
| Vitec Software Group B | 2 | 2.020000 | 1063.000000 | -24.000000 | -2.210000 | 1087.000000 |
| Hexagon B | 26 | 1.300000 | 3434.600000 | -26.400000 | -0.760000 | 3461.000010 |
| Indutrade | 5 | 2.500000 | 1190.000000 | -28.000000 | -2.300000 | 1218.000000 |
| Latour B | 4 | -0.200000 | 816.400000 | -40.600000 | -4.740000 | 857.000000 |
| Bufab | 3 | -0.460000 | 1048.200000 | -60.800000 | -5.480000 | 1109.000001 |
| INVISIO | 16 | 0.670000 | 3624.000000 | -65.000000 | -1.760000 | 3689.000000 |
| BHG Group | 97 | 1.570000 | 1376.430000 | -82.570000 | -5.660000 | 1458.999989 |
| TOTAL | 45667.810000 | 611.810000 | -6.38424% | 45056.000411 |
Updated:¶
'2023-07-04 17:12:50.398919'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
